How big is OSO Inc.'s plan?

OSO Inc.'s plan reported $577K in assets and 6 participants for 2024.

Original filing (PDF)20251002072621NAL0000270192001

OSO Inc.

Name: OSO Inc. — OSO Inc. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: OSO Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OSO Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · OSO Inc.'s OSO Inc. 401(k) Profit Sharing Plan held $577K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

People on this filing

Rebecca Filkins signed OSO Inc.'s 2024 Form 5500 as plan administrator.

Rebecca Filkins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OSO Inc.'s EIN is 16-1398207.

EIN 16-1398207

Plan number 001

Plan year 2024

ACK ID 20251002072621NAL0000270192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OSO Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OSO Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

OSO INC.

EIN

all filings

Address

3001 BROCKPORT RD., SUITE A · SPENCERPORT, NY · 14559

Phone

(585) 617-4811

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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